DaveManuel.com · Institutional Ownership · Who Owns It
EXELON CORP (EXC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,302
Reporting holders
$44.4B
Reported value
0.3%
Calls
0.2%
Puts
+7
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $5.6B | 119,770,685 | 0.08% | 8q | +6.2%+$327.3M |
| STATE STREET CORP | $3.1B | 67,464,176 | 0.09% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.1B | 66,799,154 | 0.07% | 2q | +1.2%+$36.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6B | 56,233,966 | 0.12% | 2q | +2.9%+$73.1M |
| Capital World Investors | $2.4B | 51,262,524 | 0.28% | 4q | +27.9%+$521.6M |
| Invesco Ltd. | $1.8B | 38,112,879 | 0.14% | 31q | +1.8%+$31.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 32,376,504 | 0.08% | 31q | +2.1%+$30.2M |
| LAZARD ASSET MANAGEMENT LLC | $1.5B | 32,169,502 | 2.27% | 46q | +30.7%+$351.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $939.2M | 20,145,585 | 0.16% | 31q | -1.4%-$13.2M |
| GQG Partners LLC | $922.9M | 19,796,580 | 1.72% | 6q | -11.1%-$115.7M |
| MORGAN STANLEY | $751.1M | 16,111,485 | 0.04% | 35q | +1.1%+$8.0M |
| NORTHERN TRUST CORP | $685.2M | 14,697,258 | 0.08% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $624.4M | 13,394,412 | 0.11% | 31q | HELD |
| NORDEA INVESTMENT MANAGEMENT AB | $618.5M | 13,226,544 | 0.50% | 31q | +28.6%+$137.7M |
| NORGES BANK | $610.6M | 13,097,968 | 0.06% | 32q | -7.6%-$50.3M |
| Legal & General Group Plc | $602.8M | 12,929,240 | 0.13% | 31q | -1.9%-$11.6M |
| Bank of New York Mellon Corp | $580.8M | 12,459,069 | 0.10% | 31q | -2.8%-$16.6M |
| DEUTSCHE BANK AG\ | $567.5M | 12,173,111 | 0.16% | 34q | -38.1%-$348.9M |
| Amundi | $489.8M | 10,506,650 | 0.12% | 21q | +1.3%+$6.1M |
| FMR LLC | $459.5M | 9,855,590 | 0.02% | 31q | -57.2%-$614.1M |
| HSBC HOLDINGS PLC | $414.5M | 8,890,472 | 0.17% | 31q | +5.7%+$22.4M |
| FIL Ltd | $383.7M | 8,230,780 | 0.28% | 7q | +9.9%+$34.5M |
| GOLDMAN SACHS GROUP INC | $376.4M incl. $559.4K options PUT | 8,061,051 | 0.03% | 31q | +8.4%+$29.2M |
| ATLAS Infrastructure Partners (UK) Ltd. | $361.3M | 7,750,912 | 10.96% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $340.0M | 7,291,969 | 0.05% | 31q | +2.4%+$8.1M |
| BANK OF AMERICA CORP /DE/ | $332.3M | 7,126,908 | 0.02% | 31q | +12.5%+$36.8M |
| UBS Group AG | $309.0M incl. $9.4M options CALL+PUT | 6,426,477 | 0.04% | 31q | +15.3%+$40.9M |
| BNP PARIBAS FINANCIAL MARKETS | $287.0M | 6,155,294 | 0.10% | 31q | +128.7%+$161.5M |
| FRANKLIN RESOURCES INC | $274.5M | 5,887,358 | 0.06% | 31q | -1.5%-$4.2M |
| VANGUARD FIDUCIARY TRUST CO | $267.9M | 5,745,909 | 0.06% | 2q | HELD |
| Capital International Investors | $249.1M | 5,344,162 | 0.05% | 3q | -65.2%-$466.3M |
| JPMORGAN CHASE & CO | $233.3M incl. $2.1M options PUT | 4,903,203 | 0.01% | 31q | +36.9%+$62.9M |
| Robeco Institutional Asset Management B.V. | $222.7M | 4,776,905 | 0.27% | 38q | +42.7%+$66.7M |
| Nuveen, LLC | $215.4M | 4,620,165 | 0.05% | 6q | +4.9%+$10.1M |
| CANADA LIFE ASSURANCE Co | $214.3M | 4,606,559 | 0.34% | 31q | +2.2%+$4.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $212.1M | 4,549,696 | 0.21% | 31q | -8.9%-$20.8M |
| ROYAL BANK OF CANADA | $204.2M | 4,380,016 | 0.03% | 31q | -10.7%-$24.4M |
| CITIGROUP INC | $189.5M | 4,064,343 | 0.06% | 31q | +38.6%+$52.7M |
| ANTIPODES PARTNERS Ltd | $185.4M | 3,976,576 | 3.40% | 6q | +5.7%+$9.9M |
| DIMENSIONAL FUND ADVISORS LP | $180.5M | 3,871,724 | 0.03% | 31q | +2.8%+$4.9M |
| ONTARIO TEACHERS PENSION PLAN BOARD | $179.6M | 3,852,951 | 1.14% | new | NEW |
| FIRST TRUST ADVISORS LP | $170.6M | 3,659,750 | 0.10% | 31q | +0.5%+$872.9K |
| AMERIPRISE FINANCIAL INC | $169.0M | 3,624,782 | 0.03% | 31q | -2.8%-$4.9M |
| AQR CAPITAL MANAGEMENT LLC | $167.3M | 3,589,650 | 0.06% | 31q | +17.8%+$25.2M |
| BARCLAYS PLC | $166.5M incl. $7.9M options PUT | 3,401,735 | 0.03% | 31q | -7.4%-$13.3M |
| Capital Research Global Investors | $155.8M | 3,341,751 | 0.02% | 31q | +1.2%+$1.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $152.7M | 3,274,792 | 0.08% | 31q | -26.6%-$55.3M |
| Swedbank AB | $152.1M | 3,262,506 | 0.13% | 21q | +4.6%+$6.7M |
| California Public Employees Retirement System | $134.8M | 2,891,611 | 0.08% | 31q | -40.7%-$92.7M |
| Swiss National Bank | $134.6M | 2,886,655 | 0.07% | 31q | -2.6%-$3.6M |
| PANAGORA ASSET MANAGEMENT INC | $125.2M | 2,686,347 | 0.38% | 31q | -16.7%-$25.2M |
| Allianz Asset Management GmbH | $125.0M | 2,680,273 | 0.10% | 40q | -36.3%-$71.2M |
| BANK OF MONTREAL /CAN/ | $124.8M | 2,677,587 | 0.04% | 31q | -3.2%-$4.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $123.1M | 2,639,618 | 0.07% | 31q | +10.9%+$12.1M |
| Russell Investments Group, Ltd. | $113.8M | 2,431,926 | 0.10% | 31q | -10.3%-$13.1M |
| Sumitomo Mitsui Trust Group, Inc. | $113.1M | 2,425,441 | 0.06% | 31q | -4.1%-$4.8M |
| PFA Pension, Forsikringsaktieselskab | $108.4M | 2,324,269 | 0.28% | 3q | -12.7%-$15.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $106.9M | 2,292,096 | 0.07% | 2q | +12.3%+$11.7M |
| Vanguard Global Advisers, LLC | $105.8M | 2,269,330 | 0.05% | 2q | -1.3%-$1.4M |
| VICTORY CAPITAL MANAGEMENT INC | $104.2M | 2,234,020 | 0.06% | 31q | -6.2%-$6.9M |
| RAYMOND JAMES FINANCIAL INC | $100.9M | 2,164,590 | 0.03% | 7q | -3.0%-$3.2M |
| Liontrust Investment Partners LLP | $97.7M | 2,096,030 | 1.44% | 6q | +1.8%+$1.7M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $96.8M | 2,076,621 | 0.09% | 31q | +30.4%+$22.6M |
| FEDERATED HERMES, INC. | $96.4M | 2,068,568 | 0.14% | 31q | +9.5%+$8.4M |
| Squarepoint Ops LLC | $92.4M | 1,982,964 | 0.10% | 16q | +52.3%+$31.7M |
| RHUMBLINE ADVISERS | $92.3M | 1,980,007 | 0.07% | 31q | -1.3%-$1.2M |
| SEI INVESTMENTS CO | $91.3M | 1,958,736 | 0.08% | 31q | -22.5%-$26.4M |
| M&G PLC | $85.5M | 1,818,468 | 0.42% | 10q | +14.4%+$10.7M |
| AVIVA PLC | $82.5M | 1,769,213 | 0.12% | 31q | +1.1%+$886.0K |
| National Pension Service | $80.2M | 1,719,934 | 0.05% | 31q | +2.9%+$2.3M |
| Quantinno Capital Management LP | $78.7M | 1,687,142 | 0.09% | 18q | +25.8%+$16.2M |
| WELLS FARGO & COMPANY/MN | $77.4M | 1,660,132 | 0.01% | 31q | -15.2%-$13.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $76.7M | 1,644,347 | 0.01% | 31q | +5.1%+$3.7M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $76.0M | 1,630,814 | 0.37% | 31q | -9.2%-$7.7M |
| MILLER HOWARD INVESTMENTS INC /NY | $75.5M | 1,620,430 | 2.00% | 26q | -3.8%-$3.0M |
| RWC Asset Management LLP | $74.3M | 1,592,781 | 2.81% | 23q | -2.8%-$2.1M |
| CITADEL ADVISORS LLC | $70.9M incl. $15.2M options CALL+PUT | 1,196,816 | 0.01% | 31q | -63.3%-$122.4M |
| RENAISSANCE TECHNOLOGIES LLC | $70.5M | 1,513,124 | 0.10% | new | NEW |
| Empower Advisory Group, LLC | $68.6M | 1,472,084 | 0.16% | new | NEW |
| J. Safra Sarasin Holding AG | $67.2M | 1,381,618 | 0.96% | 5q | -0.9%-$592.2K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $62.0M | 1,332,541 | 0.09% | 7q | +1.4%+$840.3K |
| Candriam S.C.A. | $58.3M | 1,252,767 | 0.26% | 31q | -37.4%-$34.9M |
| DANSKE BANK A/S | $58.2M | 1,248,743 | 0.12% | 10q | +10.1%+$5.4M |
| Aberdeen Group plc | $58.1M | 1,246,923 | 0.08% | 31q | -0.6%-$372.1K |
| ProShare Advisors LLC | $57.8M | 1,238,990 | 0.08% | 31q | -21.1%-$15.5M |
| TD Asset Management Inc | $57.2M | 1,226,339 | 0.05% | 31q | -7.5%-$4.7M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $56.7M | 1,215,155 | 0.09% | 3q | -37.6%-$34.1M |
| PRINCIPAL FINANCIAL GROUP INC | $56.5M | 1,212,481 | 0.03% | 31q | -2.8%-$1.6M |
| ALLIANCEBERNSTEIN L.P. | $56.2M | 1,147,388 | 0.02% | 31q | -4.3%-$2.5M |
| Magellan Asset Management Ltd | $53.7M | 1,152,083 | 1.20% | 15q | +5.5%+$2.8M |
| REGIONS FINANCIAL CORP | $53.2M | 1,140,677 | 0.32% | 31q | -2.3%-$1.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $51.3M | 1,100,559 | 0.04% | 31q | -1.6%-$833.0K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $51.2M | 1,084,157 | 0.02% | 31q | +3.9%+$1.9M |
| Vanguard Investments Australia, Ltd. | $49.3M | 1,056,792 | 0.12% | 2q | +4.2%+$2.0M |
| Maryland State Retirement & Pension System | $47.7M | 1,023,282 | 0.82% | 23q | +5.1%+$2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $47.6M | 1,021,584 | 0.06% | 9q | +1.6%+$770.5K |
| Assenagon Asset Management S.A. | $47.1M | 1,011,128 | 0.03% | 25q | +367.8%+$37.1M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $47.0M | 1,008,781 | 0.09% | 32q | HELD |
| MIZUHO MARKETS AMERICAS LLC | $45.2M | 970,000 | 0.71% | 2q | -41.4%-$32.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $43.8M | 929,291 | 0.03% | 31q | -18.5%-$9.9M |
Showing the largest 100 of 1,303 reported holders. The count of 1,302 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-25 | 2026-08-25 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 426 | $1.6B | 39,463,918 | 27 | 134 | 146 | 0.0% |
| Q2 2026 | 1,302 | $44.4B | 948,811,850 | 106 | 530 | 349 | 0.4% |
| Q1 2026 | 1,295 | $45.4B | 921,046,892 | 126 | 468 | 359 | 0.6% |
| Q4 2025 | 1,262 | $40.8B | 929,925,516 | 99 | 480 | 346 | 0.8% |
| Q3 2025 | 1,214 | $38.7B | 852,587,643 | 111 | 450 | 339 | 0.9% |
| Q2 2025 | 1,188 | $37.5B | 852,034,798 | 99 | 472 | 328 | 1.3% |
| Q1 2025 | 1,207 | $39.1B | 836,804,003 | 169 | 449 | 307 | 1.4% |
| Q4 2024 | 1,108 | $31.1B | 819,267,229 | 84 | 398 | 324 | 0.8% |
| Q3 2024 | 1,064 | $33.7B | 825,041,799 | 131 | 388 | 313 | 0.8% |
| Q2 2024 | 997 | $29.0B | 831,842,229 | 76 | 333 | 310 | 0.6% |
| Q1 2024 | 1,018 | $32.5B | 858,842,064 | 98 | 305 | 371 | 0.7% |
| Q4 2023 | 1,027 | $30.1B | 827,814,020 | 84 | 312 | 357 | 1.3% |
| Q3 2023 | 1,008 | $31.6B | 826,833,266 | 75 | 335 | 313 | 1.2% |
| Q2 2023 | 1,013 | $33.4B | 811,508,904 | 73 | 317 | 325 | 1.0% |
| Q1 2023 | 1,007 | $35.3B | 834,106,271 | 75 | 371 | 290 | 1.1% |
| Q4 2022 | 1,017 | $35.5B | 814,859,630 | 102 | 308 | 339 | 0.9% |
| Q3 2022 | 972 | $59.7B | 1,584,139,364 | 78 | 331 | 308 | 0.5% |
| Q2 2022 | 1,012 | $75.0B | 1,647,369,491 | 93 | 380 | 259 | 0.4% |
| Q1 2022 | 1,018 | $55.7B | 1,162,459,585 | 94 | 375 | 305 | 0.5% |
| Q4 2021 | 1,067 | $70.6B | 1,976,434,225 | 139 | 313 | 299 | 0.7% |
| Q3 2021 | 933 | $60.8B | 2,279,352,949 | 76 | 297 | 305 | 0.8% |
| Q2 2021 | 920 | $54.3B | 1,701,607,309 | 63 | 289 | 296 | 1.0% |
| Q1 2021 | 920 | $55.0B | 1,640,715,501 | 87 | 289 | 316 | 0.7% |
| Q4 2020 | 917 | $50.0B | 1,350,697,726 | 89 | 265 | 301 | 0.7% |
| Q3 2020 | 857 | $50.9B | 2,663,780,654 | 68 | 236 | 329 | 0.4% |
| Q2 2020 | 880 | $64.7B | 2,387,463,050 | 88 | 269 | 325 | 0.2% |
| Q1 2020 | 885 | $186.8B | 5,453,935,840 | 60 | 270 | 340 | 0.1% |
| Q4 2019 | 970 | $134.8B | 3,502,060,776 | 60 | 292 | 367 | 0.2% |
| Q3 2019 | 964 | $143.8B | 3,183,550,406 | 50 | 326 | 350 | 0.2% |
| Q2 2019 | 1,004 | $96.1B | 2,558,643,513 | 74 | 317 | 368 | 0.3% |
| Q1 2019 | 1,016 | $112.7B | 2,967,774,142 | 86 | 329 | 363 | 0.2% |
| Q4 2018 | 982 | $82.1B | 2,172,199,738 | 11 | 20 | 17 | 0.3% |